Institutional Ownership Essex Property Trust, Inc. (ESS)
This table provides information about the institutional ownership of Essex Property Trust, Inc. (ESS). We have compiled data on the 671 institutions that hold shares in the stock, with a total of 63.1 Million shares, which have been reported (via 13F filing form) to have a value of $17.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2025 Q3 2025 |
1,979
shares
|
$539,910
0.1% of portfolio
|
Q3 2025
Reduced 20.46%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Oct 28, 2025 Q3 2025 |
1,962
shares
|
$535,272
0.01% of portfolio
|
Q3 2025
Reduced 9.21%
|
|
|
Valeo Financial Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
1,962
shares
|
$535,272
0.01% of portfolio
|
Q3 2025
Reduced 15.14%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
1,956
shares
|
$533,635
0.01% of portfolio
|
Q3 2025
Reduced 7.08%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Nov 10, 2025 Q3 2025 |
1,948
shares
|
$531,453
0.01% of portfolio
|
Q3 2025
Reduced 23.73%
|
|
|
Optas, LLC
|
Oct 15, 2025 Q3 2025 |
1,932
shares
|
$527,088
0.09% of portfolio
|
Q3 2025
Added 20.6%
|
|
|
Drw Securities, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
1,926
shares
|
$525,451
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Qtron Investments LLC
Boston, MA |
Nov 14, 2025 Q3 2025 |
1,915
shares
|
$522,450
0.07% of portfolio
|
Q4 2024
Reduced 15.56%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Nov 13, 2025 Q3 2025 |
1,913
shares
|
$521,904
0.0% of portfolio
|
Q3 2025
Added 7.11%
|
|
|
Lvw Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
1,909
shares
|
$520,813
0.06% of portfolio
|
Q3 2025
Reduced 34.82%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
1,904
shares
|
$519,449
0.01% of portfolio
|
Q3 2025
Reduced 42.79%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,895
shares
|
$516,993
0.01% of portfolio
|
Q3 2025
Added 1.01%
|
|
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
Nov 14, 2025 Q3 2025 |
1,886
shares
|
$514,538
0.0% of portfolio
|
Q3 2025
Added 43.42%
|
|
|
Summit Wealth Group LLC / CO
Colorado Springs, CO |
Nov 14, 2025 Q3 2025 |
1,857
shares
|
$506,626
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,852
shares
|
$505,262
0.0% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
1,826
shares
|
$498,169
0.01% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Groupama Asset Managment
Paris, I0 |
Dec 01, 2025 Q3 2025 |
1,824
shares
|
$497,623
0.01% of portfolio
|
Q3 2025
Added 6.36%
|
|
|
Ritholtz Wealth Management
|
Oct 28, 2025 Q3 2025 |
1,824
shares
|
$497,623
0.01% of portfolio
|
Q2 2025
Reduced 65.94%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 07, 2025 Q3 2025 |
1,816
shares
|
$495,441
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 14, 2025 Q3 2025 |
1,762
shares
|
$480,708
0.16% of portfolio
|
Q3 2025
Reduced 4.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
1,760
shares
|
$480,163
0.0% of portfolio
|
Q3 2025
Added 6.67%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Nov 10, 2025 Q3 2025 |
1,737
shares
|
$473,888
0.03% of portfolio
|
Q3 2025
Added 21.72%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
1,718
shares
|
$468,704
0.0% of portfolio
|
Q3 2025
Reduced 0.75%
|
|
|
Wulff, Hansen & Co.
|
Nov 06, 2025 Q3 2025 |
1,717
shares
|
$468,431
0.42% of portfolio
|
Q1 2025
Added 9.78%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
1,696
shares
|
$462,702
0.0% of portfolio
|
Q3 2025
Added 83.75%
|
|